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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,146 | $76,371-44.8% | $93,621-55.0% | $72,976-42.2% |
| Participation rate | 92.1% | 71.8%+20.4pp | 75.8%+16.3pp | 69.5%+22.6pp |
| Annual return | 22.84% | 25.82%-3.0pp | 32.76%-9.9pp | 81.02%-58.2pp |
| Employer contribution / active EE | $5,939 | $2,276+161.0% | $2,719+118.5% | $2,440+143.4% |
| Participant deferral / active EE | $7,759 | $3,538+119.3% | $4,070+90.7% | $3,608+115.1% |
| Admin fee / account holder | $9,214 | $6,839+34.7% | $7,890+16.8% | $5,124+79.8% |